Fall 2025 Schedule

Join us for an exciting semester of guest speakers, career opportunities, and our Investment Portfolio Competition

Investment Portfolio Competition

Test your investment skills and compete for prizes

$3,000

First Place

$2,000

Second Place

$1,000

Third Place

Competition Timeline

Sept 11th 5:30 PM

Competition Launch

Investment Portfolio Competition officially begins

Sept 18th 12:30 PM

Registration

Nov 20th 5:30 PM

Prizes Awarded

Winners announced at Women in Finance Panel

Fall 2025 Events

Mark your calendar for these exciting upcoming events

Northwestern Mutual - Wealth Management

Completed

Brad Justice (Forbes Best-In-State Wealth Management Advisor) and Patrick Knapp (CLU®, CLTC®, ChFC® - Financial Advisor / Growth & Development Director) will discuss wealth management strategies and career opportunities.

Wednesday, September 11th

5:30 PM - 7:00 PM

Anderson School of Management

Speakers:

• Brad Justice - Forbes Best-In-State Wealth Management Advisor

• Patrick Knapp, CLU®, CLTC®, ChFC® - Financial Advisor / Growth & Development Director

• Food and drinks provided

• Business casual recommended

AllianceBernstein - High Yield Portfolio Manager

Completed

William Smith (CFA), Jason Brandt (CAIA), and Aaron Montaño (CAIA, UNM Alumnus) from AllianceBernstein will discuss high yield portfolio management. Features Investment Portfolio Competition with $3,000, $2,000, and $1,000 cash prizes. Open to all UNM students, no experience required. Attendance required to compete for prizes.

Thursday, September 18th

12:30 PM

JSC - GSM 126

Speakers:

• William Smith, CFA - Director US High Yield Credit

• Jason Brandt, CAIA - Head North America Institutional Distribution

• Aaron Montaño, CAIA - Global Client Group, UNM Alumnus

• Food and drinks provided

• Business casual recommended

UNM Finance Career Fair 2025

Career Fair

Meet 10+ prestigious firms across finance, including BlackRock, KKR, and more. Opportunities in Investment Management, Financial Services & Advising, Retirement & Pension Funds, Wealth Management, and Banking & Capital Markets. Submit resumes in advance for one-on-one sessions.

Thursday, October 2nd

11:00 AM - 2:00 PM

McKinnon Center for Management Living Room

Partners:

BlackRock, KKR, and others

Hosted by The Lobo Investment Club & New Mexico Educational Retirement Board. In partnership with Anderson Career Services.

• Food and drinks provided

• Business casual recommended

View All Participants

Morgan Stanley - Women in Finance Panel

Panel Discussion

In collaboration with Morgan Stanley & Equila Financial. Learn about non-traditional paths into finance, gain insights on mentorship, networking, and career growth, and discover what it takes to succeed in wealth & portfolio management. We will also be awarding prizes and wrapping up the Investment Portfolio Competition.

Wednesday, November 20th

5:30 PM - 7:00 PM

Anderson School of Management

Partners:

Morgan Stanley, Equila Financial

• Food and drinks provided

• Business casual recommended

Contact Us

If you have any questions or need further information, please don't hesitate to reach out.

loboinvest@clubs.unm.edu